What we’ve
done for others, we can do for you.

It is the outcome of your philanthropy that is most important. What will create the greatest benefits to communities, to organizations, to you the donor? This is what drives our conversations with clients and serves as the benchmark for the strategies and relationships we help define and implement.

The best way to determine the value of a philanthropic advisor is to see the work product. So, here are a few case histories and perspectives from clients that demonstrate how Strategic Philanthropy has responded to various charitable objectives.

Case Histories

A Shared Involvement in Philanthropy Helps Bring a Family Together.

You Want to Use Your IRA to Leave a Legacy – Where Do You Start and How Do You Protect Your Wishes?

The Death of a Well-Known Entertainer Activates His Charitable Lead Trust.

You’ve Been Philanthropic Personally, But How Do You Translate That To Your Business Practice? A Professional Services Firm Wants To Do Just That.

Philanthropy Is Still Business As Usual When You’ve Been the CEO of a Large Corporation.